Indianapolis, IN 9775 Crosspoint Boulevard Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Avalon Wealth Advisory, Inc.
Team
Firm-wide stats for Avalon Wealth Advisory, Inc.
About
Avalon Wealth Advisory, Inc. provides personalized financial planning, investment advisory consultation, and portfolio advice to individuals, trusts, estates, charitable organizations, and retirement plans. The firm describes its client base as individuals and high-net-worth clients and delivers services through financial planning, reporting, and recommendations rather than through brokerage commissions.
Avalon’s approach is primarily consultative: advisors work with clients to set asset allocation and investment policy, select and monitor third‑party portfolio managers, and produce periodic performance reports tied to agreed benchmarks. The firm emphasizes traditional, understandable strategies and no-load funds, and it generally does not accept discretionary trading authority or custody client assets, preferring quarterly monitoring and client-directed decisions.
Distinctive features in the brochure include a fee‑only, negotiated annual fee model (the firm states fees are negotiated rather than using a standard percentage‑of‑AUM) and a stated typical account threshold that suggests a focus on larger accounts. The advisory team includes multiple CFP® professionals and a Certified Divorce Financial Analyst, and the firm emphasizes manager selection and advisory oversight over directly managing individual client portfolios.
Based on Avalon Wealth Advisory, Inc.
Expertise
Based on Avalon Wealth Advisory, Inc.
Location
9775 Crosspoint Boulevard, Suite 110
Indianapolis IN 46256
Advisors at this office
3
Advisors at this office
Jeffrey M
CFP®
Indianapolis, IN
Avalon Wealth Advisory, Inc.
Jeffrey Moheban is a CFP® professional with 27 years of experience in financial advisory services. He has been with Avalon Wealth Advisory, Inc. since 1999. Avalon Wealth Advisory, Inc. provides personalized financial planning and investment advisory services primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a consultative approach focused on asset allocation, third-party manager selection, and performance reporting, typically serving high-net-worth clients through a fee-only, negotiated annual fee model.
Matthew E
CFP®, Series 63, Series 65
Indianapolis, IN
Avalon Wealth Advisory, Inc.
Matthew Eckert is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Avalon Wealth Advisory, Inc. since 2000 and holds Series 63 and Series 65 licenses. Avalon Wealth Advisory, Inc. serves individuals, trusts, estates, charitable organizations, and retirement plans, focusing primarily on high-net-worth clients. The firm offers personalized financial planning and investment advisory consultation through a consultative approach, emphasizing traditional strategies, no-load funds, and client-directed decisions without discretionary trading authority.
Crystal J
Series 65
Indianapolis, IN
Avalon Wealth Advisory, Inc.
Crystal Jacquay is a Series 65-licensed advisor at Avalon Wealth Advisory, Inc. with six years at the firm and a total of ten years in the financial industry. She previously worked at Oxford Financial Group for nine years before joining Avalon. Avalon Wealth Advisory provides personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm focuses on a consultative approach, working with clients on asset allocation and manager selection while emphasizing traditional strategies and client-directed decisions.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)